Investment Pursuit Lead: Proposals & Strategy

Mercer; Sydney; Hybrid; AUD 120,000 - 180,000; Full time

Job summary

Marsh in Australia is seeking a Pursuit Manager, Investments to join the Sales team. Based in Melbourne or Sydney, this hybrid role requires on-site work at least three days per week and focuses on end-to-end pursuit strategy and delivery for investment opportunities across private markets, ESG, capital markets and superannuation.

You will coordinate contributors, develop modular assets, ensure accurate materials, and align content with pursuit strategy.

Qualifications

• Experience in professional services, proposal or pursuit management, sales enablement or client service.
• Experience leading complex pursuits and managing proposal delivery end to end.
• Ability to work with subject matter experts on technical investment content and client messaging.
• Strong written and verbal communication skills.

Responsibilities

• Lead pursuit planning for identified opportunities, including opportunity plans, schedules, win themes and action trackers aligned to client needs and Marsh's value proposition.
• Manage pursuit delivery end to end, coordinating contributors, deadlines and polished collateral to support proposals and meetings.
• Develop, edit and maintain modular assets, templates and centralised investment content for consistent tailoring across pursuits.
• Work with sales, investment specialists and Design to ensure materials are accurate, aligned to pursuit strategy and tailored to the client.
• Apply quality controls and content standards to improve consistency, efficiency and reusability across the team.
• Build relationships with local practice areas, business development and other stakeholders to capture subject matter input and lessons learned.
• Contribute to continuous improvement in pursuit processes, the content library and team knowledge sharing.

Skills

Pursuit management

Proposal production

Client communication

Education

Finance/Investment degree or equivalent

Job description

Marsh in Australia is seeking a Pursuit Manager, Investments to join the Sales team. Based in Melbourne or Sydney, this hybrid role requires on-site work at least three days per week and focuses on end-to-end pursuit strategy and delivery for investment opportunities across private markets, ESG, capital markets and superannuation.

You will coordinate contributors, develop modular assets, ensure accurate materials, and align content with pursuit strategy.